product1 publisher
Oracle books $664bn of work it has to finance before the capacity exists
Oracle spent $28bn on construction and equipment last quarter, which is $5bn more than a record quarter of cash generation. Customers renewing GPU capacity into 97.9 percent utilisation are paying about 20 percent more.
Publishers:thenextweb.com
Reality
- Evidence55
- Adoption68
- Hype gap+15
- Incentives72
- Confidence56